Gould Asset Management’s iShares ESG Aware 1-5 Year USD Corporate Bond ETF SUSB Stock Holding History

Gould Asset Management’s Portfolio SUSB Stock Details SUSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Buy	61,080 +36,955	+153%	+$924K	0.24%	54
2026 Q1	$605K	Sell	24,125 -165	-0.7%	-$4.16K	0.11%	96
2025 Q4	$613K	Buy	24,290 +2,065	+9%	+$52.2K	0.11%	88
2025 Q3	$563K	Sell	22,225 -830	-4%	-$20.9K	0.1%	96
2025 Q2	$580K	Buy	23,055 +2,355	+11%	+$58.7K	0.11%	93
2025 Q1	$517K	Buy	20,700 +3,200	+18%	+$79.4K	0.11%	96
2024 Q4	$432K	Buy	17,500 +1,165	+7%	+$28.9K	0.09%	106
2024 Q3	$411K	Buy	16,335 +2,155	+15%	+$53.6K	0.09%	113
2024 Q2	$347K	Buy	14,180 +1,875	+15%	+$45.7K	0.08%	117
2024 Q1	$301K	Buy	12,305 +1,370	+13%	+$33.5K	0.07%	126
2023 Q4	$268K	Sell	10,935 -60	-0.5%	-$1.44K	0.07%	130
2023 Q3	$261K	Buy	10,995 +2,035	+23%	+$48.6K	0.07%	119
2023 Q2	$214K	Hold	8,960	–	–	0.06%	136
2023 Q1	$216K	Sell	8,960 -1,755	-16%	-$42K	0.06%	133
2022 Q4	$255K	Buy	10,715 +810	+8%	+$19.1K	0.08%	123
2022 Q3	$233K	Buy	+9,905	New	+$238K	0.08%	106
2022 Q2	–	Sell	-8,185	Closed	-$202K	–	153
2022 Q1	$202K	Sell	8,185 -1,965	-19%	-$49.3K	0.06%	137
2021 Q4	$260K	Buy	+10,150	New	+$261K	0.07%	119
2021 Q2	–	Sell	-8,945	Closed	-$232K	–	157
2021 Q1	$232K	Buy	+8,945	New	+$233K	0.07%	131

Other funds holding SUSB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gould Asset Management's SUSB Position: Q2 2026 in Review

Gould Asset Management increased its iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) stake by 153% in Q2 2026, buying an estimated $924K and bringing the position to 61,080 shares worth $1.53M. The position accounts for 0.24% of the portfolio, ranked #54.

Gould Asset Management first reported a position in SUSB in Q1 2021 and has held it in 19 quarters since. 351 funds tracked by Wall St. Rank hold SUSB as of Q2 2026.

Gould Asset Management held 61,080 shares of iShares ESG Aware 1-5 Year USD Corporate Bond ETF worth $1.53M as of Q2 2026.
Gould Asset Management bought 36,955 iShares ESG Aware 1-5 Year USD Corporate Bond ETF shares in Q2 2026, an estimated $924K.
iShares ESG Aware 1-5 Year USD Corporate Bond ETF made up 0.24% of Gould Asset Management's portfolio in Q2 2026, its #54 holding.
Gould Asset Management first reported a position in iShares ESG Aware 1-5 Year USD Corporate Bond ETF in Q1 2021 and has held it in 19 quarters since.
351 funds tracked by Wall St. Rank held iShares ESG Aware 1-5 Year USD Corporate Bond ETF as of Q2 2026.

Based on Gould Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.